Customer Management Overview

Last updated: February 6, 2026
Admin Tools

Customer Management Overview

The Customer & Contact Management system provides comprehensive tools for managing companies (customers) and their associated contacts.

Key Features

  • Create and manage customer accounts
  • Add multiple contacts per customer
  • View customer job listings
  • Track audit trails (who created/updated records)
  • Integrate contacts seamlessly with job listing creation

Architecture

Customers: Companies or organizations that post job listings

  • Each customer has a User account with `customer` role
  • Stores company information (name, contact details, website)
  • Linked to User table via `userId` foreign key

Customer Contacts: Reusable contact persons scoped to each customer

  • Multiple contacts per customer
  • Contact data can be copied to job listings
  • Supports soft delete (preserves audit trail)

Listing Contacts: Per-listing embedded contact information

  • Automatically copied from CustomerContact when creating listings
  • Isolated per listing (changes don't affect existing listings)

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